How one can create a report in Sage Enterprise Intelligence (SEI)

Sage Enterprise Intelligence is an intuitive enterprise intelligence resolution built-in together with your Sage enterprise administration system to assist enterprise customers scale back time spent on evaluation and reporting and make sooner, better-informed choices. It empowers all customers with a easy resolution to entry and analyse information in a self-sufficient method, which eliminates the necessity for disparate instruments and specialised expertise and might scale back time to resolution.

Sage Enterprise Intelligence provides enterprise customers, managers, and executives the facility to analyse and create enterprise studies, dashboards, and views. On this weblog, we are going to check out how we are able to create a report in Sage Enterprise Intelligence.

Observe these steps for perception into how you can create studies for views in Sage Enterprise Intelligence (SEI).

Step 1 :- The report may be discovered within the Command Heart on the left facet of the display screen. Now choose any folder or create a brand new folder, then proper click on on a folder and choose “Create New Report.”

Fig 1 : Experiences

Step 2 :-This can open up the save properties display screen proven beneath. Give your report a brand new title within the Description subject. Then select the way you need to publish this report “public” so different customers with entry to the gross sales orders course of can run your new graph report, or “personal” if you wish to hold it distinctive to your log in. You may also edit if you would like a immediate field to open when the graph is run so you possibly can replace the filters. For our instance, we’ve stored the brand new graph public however don’t must edit the filters every time, so we’ve declined the immediate. When you hit the save button on the backside, it can save the report.

Fig 2 : Create a Report

Step 3 :-After creating the report, the report will open as proven within the beneath determine, and you must double click on on the highlighted subject the place it’s talked about to double click on so as to add a header to the report.

Fig 3 : Chart Report

Step 4 :-After clicking on the sphere, a brand new window might be opened the place we have now to jot down the header, or you possibly can add a picture additionally.

Fig 4 : Report

Step 5 :-Now add a view to the report by dragging the view. For instance, we have now used “Bill by Buyer.” and after inserting the view, it can seem like what’s proven within the determine.

Fig 5 : Edit Report

Step 6 :-We will additionally add a customized calculated subject within the report for which we go to the widget and choose and drag customized calc. to the place we have now to insert it.

Fig 6 : Report Widgets

Step 7 :-Utilizing calculated fields, we are able to insert a brand new title , sum of any subject, and so on. as proven within the beneath determine.

Fig 7 : Calculated Fields

Step 8 :-As soon as you’re pleased with the format of the report, click on the floppy disc save icon on the fitting of the display screen and click on Save As.

Fig 8 : Setting

This weblog teaches us how you can use SEI’s views to construct studies (Sage Enterprise Intelligence).

About Us

Greytrix – a globally acknowledged and one of many oldest Sage Growth Companion is a one-stop resolution supplier for Sage ERP and Sage CRM organizational wants. Being acknowledged and rewarded for multi-man years of expertise, we deliver full end-to-end help to your technical consultations, product customizations, information migration, system integrations, third-party add-on improvement and implementation competence. 

Greytrix caters to a variety of Sage X3, a Sage Enterprise Cloud Answer, choices. Our distinctive GUMU™ integrations embrace Sage X3 for Sage, Dynamics 365 CRM and Magento eCommerce together with Implementation and Technical Help worldwide for Sage X3. Presently we’re Sage X3 Implementation Companion in East Africa, Center East, Australia, Asia, US, UK. We additionally provide best-in-class Sage X3 customization and improvement providers, built-in functions corresponding to POS | WMS | Cost Gateway | Transport System | Enterprise Intelligence | eCommerce and have developed add-ons corresponding to Catch – Weight  and Letter of Credit score and India Laws for Sage X3 to Sage enterprise companions, finish customers and Sage PSG worldwide. Greytrix Gross sales Fee App for Sage X3 simplifies fee calculations and postings on gross sales transactions.

The GUMU™ Cloud framework by Greytrix types the spine of cloud integrations which can be managed in real-time for processing and execution of software packages on the click on of a button.

Greytrix is a acknowledged Sage champion ISV Companion for GUMU™ Sage X3 – Sage CRM integration additionally listed on Sage Market; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For extra info on Sage X3 Integration and Companies, please contact us at [email protected], We want to hear from you.

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